Kelvin Ray Douglas

Celia Cayce is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at Edward Jones, Bank of Hawaii, and Wells Fargo Home Mortgage before joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that combines technology platforms with multiple investment strategies and offers managed account solutions through both proprietary and third-party providers.

Stephen Keck is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. and Security Federal Savings Bank, where he serves as Senior Vice President of Wealth Management. Keck is also a board member and treasurer of Rotary International. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, third-party asset manager referrals, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Wendy Kell is a financial advisor at OSAIC Institutions, INC. with seven years of industry experience. She holds a Series 66 designation and has worked with Infinex Investments, Inc. since 2015. In addition to her advisory role, Kell serves as a board member and backup bookkeeper for Covenant Academy, a private children’s school, and volunteers as a merit badge counselor for the Boy Scouts of America. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of advisors. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure that supports both discretionary and non-discretionary accounts.

Daniel Sellers is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at Edward Jones and Waddell & Reed before joining Private Advisor Group and LPL Financial in 2020. Sellers is involved in an insurance agency business alongside his advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Vanessa Cordell is a financial advisor at Edward Jones in McMinnville, Tennessee, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Edward Jones since 2014. Cordell serves on the advisory board for the Tennessee College of Applied Technology, where she advises on strategies to attract and retain students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Ethan Smith is a financial advisor with LPL Financial in McMinnville, TN. He holds a Series 66 designation and has experience in the financial services industry dating from roles at First National Bank of Middle TN and Southeast Retirement Planners Inc. Prior to his advisory roles, he worked in education at Lenoir-Rhyne University and Warren County High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.